Articles from www.ft.com

Articles from www.ft.com

How SK Hynix's rise as Nvidia's main HBM chip supplier, ahead of Samsung and Micron, disrupted the old order at the top end of the memory chip market (www.ft.com)
2025-9-3 Samsung Nvidia

AI shopping agents are prompting sellers and brands to rethink how they sell online, as advertisers adopt techniques to appear more prominently in AI results (www.ft.com)
2025-9-1 AI

PUBG developer Krafton is eyeing major expansion in India, seeking acquisitions as growth slows in China and the US, and plans to invest at least $50M annually (www.ft.com)
2025-8-31 China India

NPCI, which runs India's digital payments network UPI, has started making its infrastructure available to banks to deliver short-term loans to small businesses (www.ft.com)
2025-8-30 India

EU competition commissioner Teresa Ribera says the EU must be ready to walk away from the US trade deal if the US demands a watered-down DSA and DMA (www.ft.com)
2025-8-30

Sources: ChatGPT co-creator Shengjia Zhao threatened to quit Meta within days of joining and return to OpenAI; later, he was given the chief AI scientist title (www.ft.com)
2025-8-29 AI

The Nasdaq fell 1.4%, with Nvidia down 3.5%, Palantir down 9.4% and Arm down 5%, with AI enthusiasm cooling after a critical MIT report and warning from Altman (www.ft.com)
2025-8-20 AI Nvidia

Digital bank Monzo, which has 13M UK customers, plans to launch a mobile phone service; Revolut and Klarna, each with ~11M UK customers, announced similar plans (www.ft.com)
2025-8-18 Mobile

Klarna reports Q2 revenue up 25% YoY to $823M with a net loss of $53M, up from a net loss of $18M in Q2 2024, as it prepares for a second attempt at a US IPO (www.ft.com)
2025-8-15 IPO

SoftBank-owned PayPay files for a US listing; sources: PayPay aims to raise $2B+ at a $10B+ valuation, and the listing could happen by the end of the year (www.ft.com)
2025-8-15

Trump says “it's possible” to make a deal to let Nvidia sell Blackwell chips “enhanced in a negative way” in China and calls H20 “an old chip” China already has (www.ft.com)
2025-8-14 Trump China Nvidia

Sources: Marc Andreessen complained to the UK government last week about the Online Safety Act and called for a reprimand of technology secretary Peter Kyle (www.ft.com)
2025-8-8

AI's energy demands are driving fossil fuel investment, as energy needs for AI training and data centers are poorly matched with the patterns of solar and wind (www.ft.com)
2025-8-7 Energy AI Solar

Darktrace says it plans to invest $200M in the US in 2026, up 11% YoY, as part of a push to surpass $1B in revenue and grow its US sales to 50% of its revenue (www.ft.com)
2025-8-7

Sources: Mistral is in discussions, including with Abu Dhabi's MGX, to raise $1B at a valuation of about $10B, up from its previous valuation of €5.8B (www.ft.com)
2025-8-2

Experts say Samsung's $16.5B Tesla chip deal alone is unlikely to revive its foundry division, which has struggled since TSMC became Apple's principal supplier (www.ft.com)
2025-7-31 Samsung Apple Tesla

Arm CEO Rene Haas says the company is accelerating its R&D spending as it considers offering “full end solutions”, suggesting plans to launch its own chips (www.ft.com)
2025-7-31

China's JD.com launches a takeover bid for German electronics retailer Ceconomy, which operates 1,000+ stores in Europe, valuing Ceconomy's equity at ~€2.2B (www.ft.com)
2025-7-31 China Germany Europe Equity

Sources: Bank of England governor blocked a meeting arranged by UK Chancellor between regulators and Revolut to discuss Revolut's full banking authorization (www.ft.com)
2025-7-30

A US trade group for 30+ fintechs and aggregators says JPMorgan's plan to charge for data access could cost some firms 60% to over 100% of their annual revenue (www.ft.com)
2025-7-30 JPMorgan

Sources: Mark Zuckerberg's aim with the Superintelligence Labs is to create a start-up-like unit within Meta that is unencumbered by the company's bureaucracy (www.ft.com)
2025-7-30 Zuckerberg

The English Premier League recently signed deals with Adobe and Microsoft to offer AI-powered tools to fans, including those playing the Fantasy Premier League (www.ft.com)
2025-7-28 Microsoft AI Adobe

Google has defended Search against the first wave of disruption from generative AI, but AI agents and apps that can reduce clicks now threaten its ad business (www.ft.com)
2025-7-26 Google AI

Analysis: US and UK entry-level graduate job listings have plunged since 2022, but there's only tentative evidence of AI-related disruption in some occupations (www.ft.com)
2025-7-25 AI

The Trump administration plans to vet AI models for “ideological bias” and limit government contracts to tech companies whose models offer “objective truth” (www.ft.com)
2025-7-24 Trump AI

Sources: the UK may backtrack on its January order for Apple to create a backdoor for iCloud encrypted data after pressure from US officials, including JD Vance (www.ft.com)
2025-7-21 Apple

Insiders describe Linda Yaccarino's tumultuous partnership with Elon Musk and say the two failed to gel as Musk's blunt style clashed with Yaccarino's polish (www.ft.com)
2025-7-13 Elon Musk Poland

Sources: xAI prepares a new fundraising round, its third in two months, targeting a valuation of $170B to $200B, up 10x from its May 2024 valuation of $18B (www.ft.com)
2025-7-12

Sources: Nvidia plans to launch a new AI chip designed for China that will be a version of its Blackwell RTX Pro 6000 processor, as soon as September (www.ft.com)
2025-7-10 China AI Nvidia

ThinkBroadband: 78% of UK properties have access to full-fiber broadband, up from 12% in January 2020, which experts credit to Ofcom's 2021 pro-competition push (www.ft.com)
2025-7-9

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